- Ability to define and administer multiple hierarchies with ‘n’ tiers
- Ease of having unique hierarchy by Channel or Partner
- Insurer parallel hierarchy along with distributor hierarchy for effective monitoring
- Automated hierarchy changes on Agency movements
- Maintain proper audit trails for all changes in hierarchy with effective dates
- Ease of defining unique hierarchies by partner for performance monitoring and to pay overrides
- Automated changes to hierarchy on agency movements based on pre-defined rules
- Ease of viewing hierarchy on any given date
- Timely communication to people impacted by change in hierarchy
- Multiple types of hierarchies such as reporting, monitoring, recruitment, geographical, Account Manager etc. with unlimited tiers
- Can create parallel hierarchy for distributors
- Graphical view of hierarchy
- Change/add designations in hierarchy
- Transfer of entity within or across hierarchy
- Termination and portfolio transfer
- Ability to define “team” for specific opportunity
- Maintains audit of changes by effective dates
- Quick introduction of channel or onboarding of partner with specific hierarchy
- Automation of override payments based on hierarchy definition
- Ease of defining target and monitoring performance both for distributor and Insurer based on different hierarchies
- Ease of configuring adhoc “team” for specific purpose
Excellence is not attained in a day! Our teams have worked beyond expectations to attain in-depth knowledge and offer customized solutions to our clients and partners. We carefully analyse our reach and every strategy to stay true to the time.
ENABLING SALES PROCESS AND INTITUTIVE UI TO ENSURE ADOPTION OF DIGITAL PLATFORM ACROSS ALL CHANNELS
One of the leading Insurance companies in South East Asia providing Insurance, wealth and asset management solution to individual and...
HOW TO SOLVE SILOED SOLUTIONS ACROSS THE END TO END SALES JOURNEY
A leading European insurer offering a wide range of Insurance adopts SymbioSys Sales Tool to strengthen its digital journey to...
End to end automated IFA channel registration and administration module with SymbioSys DMS
One of the leading Japanese Life Insurer which is a part of HK headquartered insurer has been assigned strong financial...